Overview #
Removed all technical content from custom fields documentation while preserving user-friendly instructions and UI guidance.
Files Cleaned #
1. custom-field-permissions.md #
Removed:
- API endpoints (GET/POST /wp-json/plover-crm/v1/roles)
- PHP code examples (RoleManager::checkFieldPermission)
- JSON API request/response examples
Preserved:
- UI instructions for configuring permissions
- Permission types explanations
- Role-based access scenarios
- Best practices and troubleshooting
2. custom-field-types.md #
Removed:
- Database storage types (VARCHAR, TEXT, DECIMAL, TINYINT, DATE, DATETIME)
- Index information
- PHP sanitization function names (sanitize_text_field, sanitize_email, etc.)
- Technical storage details
Preserved:
- Field type descriptions
- Use cases and examples
- Validation rules (user perspective)
- Character limits and constraints
- Quick selection guide
3. custom-field-validation.md #
Removed:
- PHP sanitization functions (sanitize_text_field(), sanitize_email(), esc_url_raw(), floatval())
- Technical performance metrics (~0.001ms, ~0.010ms)
- Hook/extension references
- Technical validation pipeline details
Preserved:
- Validation rules by field type
- User-friendly error messages
- Validation contexts (UI, forms, imports)
- Troubleshooting guidance
- Security best practices (user perspective)
4. deleting-custom-fields.md #
Removed:
- SQL DELETE queries
- WP-CLI commands (wp post meta delete)
- Database metakey references (plover_crm_cf{slug})
Preserved:
- UI instructions for deleting fields
- Data preservation explanation
- Recovery process
- Alternatives to deletion
5. creating-custom-fields.md #
Status: No technical content found – already user-friendly
6. editing-custom-fields.md #
Status: No technical content found – already user-friendly
Content Retained #
All files now contain only:
- ✅ UI navigation instructions
- ✅ How to use custom fields
- ✅ Field type explanations (user-friendly)
- ✅ Validation rules (user perspective)
- ✅ Troubleshooting guidance
- ✅ Best practices
- ✅ Screenshots references
- ✅ Related documentation links
Content Removed #
All files are now free of:
- ❌ API endpoints
- ❌ PHP functions
- ❌ Database schema
- ❌ SQL queries
- ❌ WP-CLI commands
- ❌ Code examples
- ❌ Technical implementation details
Verification #
Performed comprehensive searches to confirm removal of:
- API/PHP/SQL/WP-CLI keywords
- Code blocks (bash, php, sql, javascript)
- Database types (VARCHAR, DECIMAL, TINYINT, etc.)
- WordPress internal references (metakey, postmeta, wp)
All searches returned zero matches, confirming complete cleanup.
Impact #
The documentation is now:
- More accessible to non-technical users
- Focused on UI and user actions
- Free of implementation details
- Suitable for end-user guide section
Cleanup Date: February 3, 2026 Files Modified: 4 of 6 (2 were already clean) Technical References Removed: 20+
